For Tags go to Financials Tags
Use the Finance module to create financial content, such as daily stocks, bonds, index, or commodity pricing.
Financial content is often acquired through an existing data feed using a parser agent to ensure current data. However, in cases where you want to report closing market values, you can enter financial data manually. You can also indicate whether a market closes due to holidays or other events.
Finance playlists are managed using the Financial Playlists module that is accessed by selecting the Finance > Playlists tab.
You can create and manage your financials in Chameleon. From the Home page, select Content Control > Finance.
In Chameleon, each Finance item such a stock must belong to a single group. These financial groups are called Topics. On the other hand, finance items can belong to more than one Playlist.
You can choose to manage Finance Data either by Topics or Playlists. By default, the Topics page is shown first. Select a Topic from the list to add or manage the financial items that are associated with the topic.
To change to Playlists, click on the Topics drop-down box and select the 'Playlist' option. This will switch the page to prompt for a Playlist instead of a Topic. Select a playlist from the list to add or manage the financial items that are associated with the playlist.
You can also add new financial items in the Playlist view. The difference from adding in the Topic view is that in the Playlist view, along with a new financial item added to a topic, a new playlist item that references the newly created financial item will be appended to the current playlist.
You can manage existing financial data at any time as follows:
Action | Details | |
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Add a Topic | Click on the New button. This will switch the view to show a text box for the user to type in a new topic and broadcast name. Press the Save button when done (or press the ENTER key). | |
Change Topic Name |
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Remove Topic | Removing a topic removes the topic and all financial data in the topic. This action also removes all playlist items that reference any financial data in the topic. Click on the Remove button to remove the selected topic. | |
Edit Finance Item |
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Remove Finance Item | Removing a financial item removes it from playlists that use that data. Removing financial items from a topic is a permanent action that cannot be undone. Click Remove to remove the item. Click on the OK button to confirm. | |
Sort Finance Data | You can sort the columns of the table; however this sort order does not affect broadcast output. By default, the sort order is the broadcast order. Click on a column header to sort in ascending or descending or default order. | |
View Dynamic Field Data | If the financial item has associated dynamic field data, the tags icon will be showing below the Symbol name. Click on it to view the dynamic fields and their associated contents. | |
Refresh Finance Data | Click on the Refresh button at any time to update the list of financial items. |
Financials can also be accessed through BLADE. See the topic BLADE - Financials for details.